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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,288 | $59,819-15.9% | $79,583-36.8% | $68,490-26.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.70% | -12.30%-3.4pp | 0.16%-15.9pp | -7.85%-7.8pp |
| Employer contribution / active EE | $6,616 | $1,505+339.5% | $2,414+174.1% | $2,597+154.8% |
| Participant deferral / active EE | $4,293 | $3,025+41.9% | $3,986+7.7% | $4,028+6.6% |
| Admin fee / account holder | $2,541 | $4,835-47.5% | $6,835-62.8% | $5,403-53.0% |